Sean Geoffrey Clingeleffer
Financial Adviser in Bellerive, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000448199
- Location
- Bellerive TAS 7018
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 October 2019
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Tier1: (928) Margin Lending, Kaplan Professional (2013); Bachelor of Business (Financial Planning), RMIT University (2017); FPC002B, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Sean Geoffrey Clingeleffer
Sean Geoffrey Clingeleffer is a financial adviser in Bellerive, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000448199.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. That authorisation dates from 1 October 2019.
The register records 2013 as the year Sean first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Tier1: (928) Margin Lending (Kaplan Professional, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not SMSF.”
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Questions people ask
Is Sean Geoffrey Clingeleffer a registered financial adviser?
Yes. Sean Geoffrey Clingeleffer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000448199.
Which licensee does Sean Geoffrey Clingeleffer work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Sean Geoffrey Clingeleffer give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not SMSF."